Unhurried at the start. Relentless after.
Good advice begins with listening. Our process is designed to understand your situation fully before we recommend anything, and then to keep the plan current for as long as you work with us.
Four steps, one plan
01
Introduction
A relaxed first conversation about your goals, your concerns and how you like to make decisions. You leave with a written summary.
02
Discovery
We gather statements, tax returns and documents, and meet with you to understand the details behind them.
03
Your plan
Your team presents a written plan with clear recommendations, costs and next steps. You decide what to act on.
04
Ongoing partnership
We implement, monitor and meet at least twice a year, updating the plan whenever your life changes.
What happens after you say yes.
Week 1
Welcome meeting
Meet your full team, set up secure portal access and agree on how you want to communicate.
Weeks 2 to 4
Accounts and documents
We handle account transfers and collect the documents your plan depends on.
Weeks 5 to 8
Plan delivery
Your written plan, investment policy and tax projection, presented together.
Weeks 9 to 12
First actions
Beneficiary updates, tax moves and portfolio transitions, done in the right order.
Working with us.
-
Who do you typically work with?
Families, business owners, executives and institutions who want planning, investment, tax and estate advice from one coordinated team. Most of our clients have at least $2 million in investable assets or expect to after a business sale or liquidity event.
-
What happens in the first meeting?
We listen. The first conversation is about your goals, your worries and how you make decisions, not about products or portfolios. You leave with a short written summary of what we heard and whether we think we can help.
-
Will I work with one advisor or a team?
Both. You have one lead advisor who knows your plan best, supported by a CPA, an estate specialist, a portfolio manager and a client experience associate who all work from the same plan.
